The Financial Technology Report with RJ Lumba

Welcome to The Financial Technology Report, a leading information source on financial technology companies and solutions. In this episode, we speak with Todd Greenbaum, President and CEO of Input 1. Input 1 is a digital billing, payments, and premium finance technology provider that helps carriers, MGAs, brokers, and banks manage the full inbound premium process across the insurance lifecycle. Tod...

Welcome to The Financial Technology Report, a leading information source on financial technology companies and solutions. In this episode, we speak with Chris Walters, CEO of Finastra, a financial services software provider across lending, payments, treasury and capital markets, and digital and retail banking. Finastra serves roughly 7,000+ customers worldwide, including about 80% of the world’s t...

Welcome to The Financial Technology Report, a leading information source on financial technology companies and solutions. In this episode, we speak with Sanjiv Das, Co-Founder and President of Pagaya, a financial technology company that enables financial institutions to expand access to more customers through an artificial intelligence network. Pagaya evaluates and approves loan applications in re...

Welcome to The Financial Technology Report, a leading information source on financial technology companies and solutions. In this episode, we speak with Jamie Hale, CEO and Co-Founder of Ladder, an insurtech company focused on making life insurance faster and easier to purchase online. Ladder offers a digital application experience built around speed and simplicity, with real-time underwriting tha...

Welcome to The Financial Technology Report, a leading information source on financial technology companies and solutions. In this episode, we speak with Sam Barnett, CEO of Covr Financial Technologies, an insurtech company that provides a digital insurance platform through financial institutions and other national partners. Covr’s embedded technology helps financial advisors and their clients rese...

Welcome to The Financial Technology Report, a leading information source on financial technology companies and solutions. In this episode, we speak with John Imbriglia, CEO of Crowd Street, a platform for direct-access private market investing. Crowd Street has more than 300,000 members and over $4 billion of platform assets, and has expanded beyond its roots in commercial real estate to offer fun...

Welcome to The Financial Technology Report, a leading information source on financial technology companies and solutions. In this episode, we speak with Ben Goldin, Founder and CEO of Plumery, a digital banking experience platform designed to help financial institutions build and evolve mobile and web channels with modular, API-driven components. Plumery’s platform is built to integrate with both...

Welcome to The Financial Technology Report, a leading information source on financial technology companies and solutions. In this episode, we speak with Patricia Montesi, Co-Founder and CEO of qolo, a full-stack payments platform built for fintechs and financial institutions. qolo supports card issuing, ledger management, and payment processing, giving teams a single system to manage virtual accou...

Welcome to The Financial Technology Report, a leading information source on financial technology companies and solutions. In this episode, we speak with Dean M. Leavitt, Founder and CEO of Boost Payment Solutions, a fintech acquirer exclusively focused on the B2B marketplace. Boost optimizes the use and acceptance of commercial cards through proprietary technology-enabled solutions that help compa...

Welcome to The Financial Technology Report, a leading information source on financial technology companies and solutions. In this episode, we speak with Ryan Stroker, Founder and CEO of Avenue One, a technology platform that connects institutional debt and equity capital with local real estate operators investing in single-family rental housing. Avenue One uses data, analytics, and underwriting te...

Welcome to The Financial Technology Report, a leading information source on financial technology companies and solutions. In this episode, we speak with Brad Stroh, Co-Founder and Co-CEO of Achieve, a digital personal finance company focused on helping consumers manage, reduce, and resolve debt. Achieve operates a multi-product platform that includes debt resolution, personal loans, home equity le...

Welcome to The Financial Technology Report, a leading information source on financial technology companies and solutions. In this episode, we speak with Julio Martínez, Co-Founder and CEO of Abacum, an automated FP&A platform built for mid-market finance teams. Abacum centralizes operational and financial data to support revenue forecasting, scenario modeling, headcount planning, and budget ma...

Welcome to The Financial Technology Report, a leading information source on financial technology companies and solutions. In this episode, we speak with Renaud Laplanche, Co-Founder and CEO of Upgrade, a consumer fintech company offering credit, banking, and payment products designed to help customers manage debt more effectively. Since launching in 2017, Upgrade has helped more than 7.5 million c...

Welcome to The Financial Technology Report, a leading information source on financial technology companies and solutions. In this episode, we speak with Chris Dean, Co-Founder and CEO of Treasury Prime, a modern banking platform that connects fintechs and businesses to a broad network of banks through secure, scalable APIs.  Treasury Prime enables companies to open accounts, move money, and embed...

Welcome to The Financial Technology Report, a leading information source on financial technology companies and solutions. In this episode, we speak with Snejina Zacharia, Founder and CEO of Insurify, a virtual insurance agent that uses AI and real-time integrations to help consumers compare, purchase, and manage their insurance policies. Insurify partners with hundreds of carriers and serves tens...

Welcome to The Financial Technology Report, a leading information source on financial technology companies and solutions. In this episode, we speak with Sahill Poddar, Co-Founder and CEO of Parafin, a financial infrastructure company that enables platforms to provide embedded financial products to their small business sellers. Through a single integration, Parafin handles underwriting, capital mar...

Welcome to The Financial Technology Report, a leading information source on financial technology companies and solutions. In this episode, we speak with Doug Ricket, Founder and CEO of PayJoy, a mission-driven credit provider operating across emerging markets. PayJoy serves customers who lack formal credit history by using patented secured-credit technology, point-of-sale financing, and credit car...

Welcome to The Financial Technology Report, a leading information source on financial technology companies and solutions. In this episode, we speak with Daumantas Dvilinskas, Co-Founder and CEO of TransferGo, a digital money transfer platform founded in 2012 to address the practical barriers migrants face when sending money across borders. The company now supports more than 8 million customers in...

Welcome to The Financial Technology Report, a leading information source on financial technology companies and solutions. In this episode, we speak with Michael Hurup Andersen, Founder and Co-CEO of kompasbank, an end-to-end digital business bank established in 2017 to improve access to financing and advisory services for small and midsize enterprises in Denmark. The bank offers tailored loans, le...

Welcome to The Financial Technology Report, a leading information source on financial technology companies and solutions. In this episode, we speak with Graham McClelland, CEO of Gen H, a fintech mortgage lender working to expand access to homeownership in the UK. Gen H focuses on buyers whose situations require more nuanced evaluation—including blended income, contract-based work, and small-busin...

Welcome to The Financial Technology Report, a leading information source on financial technology companies and solutions. In this episode, we speak with Mike Walters, CEO and Co-Founder of Form3, a cloud-native payments platform used by banks and regulated fintechs to move money at scale. The company provides fully managed payments infrastructure that supports high-volume, always-on processing wit...

Welcome to The Financial Technology Report, a leading information source on financial technology companies and solutions. In this episode, we speak with Melbourne O’Banion, Co-Founder and CEO of Bestow, an insurtech company that builds the software infrastructure life insurers use to digitize operations, launch products, and modernize underwriting and policy administration. Bestow partners with ma...

Welcome to The Financial Technology Report, a leading information source on financial technology companies and solutions. In this episode, we speak with Sam Bobley, Co-Founder and CEO of Ocrolus, a document AI platform used by financial institutions to automate and improve credit decisioning. The company enables lenders to classify documents, extract critical data, detect fraud, and run cash-flow...

Welcome to The Financial Technology Report, a leading information source on financial technology companies and solutions. In this episode, we speak with Gene Farrell, President and CEO of Vanilla, a wealth management technology company simplifying how advisors deliver estate planning at scale. Founded in 2019, Vanilla’s platform helps financial advisors, planners, and attorneys create personalized...

Welcome to The Financial Technology Report, a leading information source on financial technology companies and solutions. In this episode, we speak with John MacIlwaine, Co-Founder and CEO of Highnote, a payments technology company offering a unified platform for embedded finance. Founded in 2020, Highnote enables enterprises and fintechs to issue cards, accept payments, manage credit, and track f...